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- Hacker News
- The more interesting question is: why does the rest of the world not increase their production prowess? I am aware of most of the reasons, but I am getting tired of the "China is better than the rest of the world". It is more that China did a lot of things that the others either failed to do or no longer wanted to do. Case in point is Germany: from "our cars are best" to "hey, chinese cars are now better" (or, cheaper, for a comparative quality). This constant complaining is so strange. Would that energy not be better spent to try to become better?by shevy-java
- If the golden stick of memory sitting on Trumps desk has its intended effect - and the US allow Apple to buy memory from CXMT then another 500% surge might happen.by blitzar
- I wouldn’t take much stock in the SSE (Shanghai stock exchange) just yet. It’s still a very much insider traded market, and if you aren’t a whale or very good at following whales, you aren’t going to do very good.by seanmcdirmid
- > Once an affordable component used to build devices, memory prices have more than doubled in recent months - and are still rising.
Is this accurate? It looks like they are no longer rising, at least for DDR5 memory:
https://de.pcpartpicker.com/trends/price/memory/
Most of the price increase did occur in Q4 2025 and most prices are fairly stable since then. Maybe this is different for LPDDR, GDDR, or HBM, but I would like to see evidence for that.
by cubefox - I have nothing to say about this company's long term potential, but I'm curious to know whether this will become an enormous "tik stok" like SK Hynix became in South Korea. I've watched a short documentary about the investment mania in SK and it's really scary.by glimshe
- You would think that the DRAM shortage would propel Europe to invest in DRAM fabs. But no, they think it's too risky because prices may fall in the next few years and building fabs costs a lot of money and is hard. They'd rather sell other people's stuff than make it themselves.
Ergo, the Chinese will take this sector too without so much of a whimper from Europe.
In a couple of years the Chinese will own 25% of the DRAM market and make bumper profits akin to Big Tech. Europe's response will be to levy import tariffs to at least siphon off some money from it.
by hn_submit - EU chip industry: best I can do is eat glue in the corner.by jonkoops
- Prediction - we are going to figure out SOTA AI performance without requiring 1TB of memory within a year or so.
Of course CXMT, Micron, and family will still be profitable, but maybe not 'surge 470% from IPO' profitable.
by fooker